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CAAPX vs JVMTX
CAAPX vs JVMTX Comparison
Open Charts CAAPX vs JVMTX
Ariel Appreciation Investor
Price$35.45
Change+$0.61 (+1.75%)
VolumeN/A
Net Assets800.09M
JHancock Disciplined Value Mid Cap R4
Price$26.54
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
CAAPX vs JVMTX Comparison Chart
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CAAPX vs. JVMTX commentary
May 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CAAPX is a Buy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.6B vs. CAAPX (800M). JVMTX pays higher dividends than CAAPX: JVMTX (0.71) vs CAAPX (0.47). CAAPX was incepted earlier than JVMTX: CAAPX (35 years) vs JVMTX (12 years). CAAPX (1.14) and JVMTX (1.11) have similar cost to investors . JVMTX is a more actively managed with annual turnover of: 47.00 vs. CAAPX (17.00). JVMTX has a lower initial minimum investment than CAAPX: JVMTX (0) vs CAAPX (1000). JVMTX annual gain was more profitable for investors over the last year : -8.15 vs. CAAPX (-10.42). JVMTX return over 5 years is better than : 52.25 vs. CAAPX (3.31).
| CAAPX | JVMTX | CAAPX / JVMTX | |
| Total Expense Ratio | 1.14 | 1.00 | 114% |
| Annual Report Gross Expense Ratio | 1.14 | 1.11 | 103% |
| Fund Existence | 35 years | 12 years | - |
| Gain YTD | -11.122 | -2.304 | 483% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 800M | 20.6B | 4% |
| Annual Yield % from dividends | 0.47 | 0.71 | 67% |
| Returns for 1 year | -10.42 | -8.15 | 128% |
| Returns for 3 years | -15.42 | 5.30 | -291% |
| Returns for 5 years | 3.31 | 52.25 | 6% |
| Returns for 10 years | -34.72 | 29.98 | -116% |
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